Certified Financial PlannerTM

Serving Walnut Creek, CA and the greater San Francisco Bay Area

As a Certified Financial PlannerTM representing Gateway Financial Advisors, Inc, we are dedicated to developing lasting relationships with all our clients. Please take a moment to watch our brief intro video:

We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.

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On our website, you'll find a wealth of information about our background, our financial planning process, and the services we offer. You can also find a wealth of resources in the form of videos, newsletter articles, calculators, and research reports that demonstrate our belief that providing clients with the tools and information to make educated decisions about their finances gives them the choice and control necessary to take the steps toward achieving financial success.

The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

PLEASE NOTE: When accessing any links to outside websites, this information being provided is strictly as a courtesy. When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representations as to the completeness or accuracy of information provided at this website. Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, GA, HI, NV. No offers may be made or accepted from any resident outside the specific states referenced.